See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,664 | $67,411+10.8% | $91,001-18.0% | $70,131+6.5% |
| Participation rate | 47.5% | 71.4%-23.8pp | 75.6%-28.1pp | 69.5%-22.0pp |
| Annual return | 18.53% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $289 | $1,786-83.8% | $2,456-88.2% | $2,342-87.6% |
| Participant deferral / active EE | $2,099 | $2,823-25.6% | $3,547-40.8% | $3,332-37.0% |
| Admin fee / account holder | $121 | $4,236-97.1% | $5,417-97.8% | $4,645-97.4% |